Concorde Asset Management’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-5,737
| Closed | -$361K | – | 198 |
|
|
2021
Q1 | $361K | Buy |
5,737
+828
| +17% | +$52.1K | 0.21% | 124 |
|
|
2020
Q4 | $305K | Sell |
4,909
-19
| -0.4% | -$1.18K | 0.17% | 103 |
|
|
2020
Q3 | $296K | Buy |
+4,928
| New | +$296K | 0.17% | 132 |
|
|
2020
Q2 | – | Sell |
-4,569
| Closed | -$255K | – | 124 |
|
|
2020
Q1 | $255K | Buy |
+4,569
| New | +$255K | 0.26% | 78 |
|
|
2017
Q4 | – | Sell |
-3,332
| Closed | -$212K | – | 119 |
|
|
2017
Q3 | $212K | Buy |
+3,332
| New | +$212K | 0.18% | 135 |
|